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creating-an-option-generator-workflow

description
Improve the form you created in the "Building a Basic Form and Workflow" lesson by creating an Option Generator to power the "Group" field.

Lesson 4: Creating an option generator workflow

What to Eggs-pect

After completing this lesson, you will be able to:

  1. Create an option generator workflow designed for a Rewst form field
  2. Use a data alias to store the "options" for a form field and accurately map those options in workflow output configuration
  3. Create an API Request Action
  4. Update a Rewst form to use an Option Generator

Prerequisite(s)

In this lesson, we review context data from the form and workflow that you create in "Building a Basic Form and Workflow."

Lesson Modules

To get started, select the first module. Each module includes a video and written guidance with resources, followed by navigation to go back/forward. To wrap up the lesson, visit Next Steps.

  1. introduction-to-option-generators.md (6 Minutes)
  2. how-to-create-configure-and-trigger-an-option-generator-workflow.md (5 Minutes)
  3. using-jinja-in-data-aliases-and-creating-an-api-request-action.md (13 Minutes)
  4. connecting-an-option-generator-workflow-to-a-rewst-form.md (6 Minutes)

Lesson Resources

{% hint style="info" %} Check out these supplementary resources.

Next Steps

Complete the Knowledge Check and remember to Get Credit for your learning.

What Did You Learn?

Take a quick quiz and get instant feedback!

{% embed url="https://www.surveymonkey.com/r/optionsgeneratorsandgenericapiKC" %}

Get Credit

{% hint style="danger" %} Submit this form to get credit for completing this lesson offline. {% endhint %}

Keep On Cluckin'

We've created a workflow and set it up as an Option Generator to populate the group field with relevant groups, depending on whether the user is being added or removed from a group. In the next lesson, we'll complete the workflow to handle all group types.

Go back a lesson: jinja-essentials-for-workflow-automation
Go to the next lesson: managing-workflow-paths
Get help with this lesson in office hours!office-hours.md